Colors

  • TA Brand Red #c60b20
  • TA Brand Blue #1e4387
  • Emphasis Red #E22739
  • Link/Button Blue #1798CB
  • Header BGs #FAFAFA
  • Box Borders #DCDCDC
  • Primary Text #000000
  • Secondary Text #4A4A4A
  • Purple #AA5AD2
  • Blue #14B7DB
  • Orange #F76230
  • Graph Color 4 #D0D0D0
  • Graph Color 5 #20C772
  • Graph Color 6 #e7e6e5

Fonts

Primary font: "Open Sans", sans-serif;

Primary font italic: "Open Sans", sans-serif

Primary font semi bold: "Open Sans", sans-serif

Secondary font: "Georgia Pro", serif;

Secondary font italic: "Georgia Pro", serif;

Secondary font bold; "Georgia Pro", serif;

Animations

Fade: Duration: 0.3s Easing: ease-out (Hover to see effect)
Movement: Duration: 0.8s Easing: ease-in-out; (Hover to see effect)

Visibility

This text is hidden on smaller screens

This text is only visible on smaller screens

This text is hidden on medium screens only

This text is only visible on medium screens

This text is hidden on large screens

This text is only visible on large screens

Headings

Heading Level 1

Heading Level 2

Heading Level 2

Heading Level 3

Heading Level 4

Heading Level 1

Heading Level 2

Heading Level 2

Heading Level 3

Heading Level 4

Heading Level 1

Heading Level 2

Heading Level 2

Heading Level 3

Heading Level 4

Paragraph

A paragraph (from the Greek paragraphos, "to write beside" or "written beside") is a self-contained unit of a discourse in writing dealing with a particular point or idea. A paragraph consists of one or more sentences. Though not required by the syntax of any language, paragraphs are usually an expected part of formal writing, used to organize longer prose.

Blockquote

A block quotation (also known as a long quotation or extract) is a quotation in a written document, that is set off from the main text as a paragraph, or block of text, and typically distinguished visually using indentation and a different typeface or smaller size quotation.

Inline Elements

This is a text link

Strong is used to indicate strong importance

This text has added emphasis

The b element is stylistically different text from normal text, without any special importance

The i element is text that is set off from the normal text

The u element is text with an unarticulated, though explicitly rendered, non-textual annotation

This text is deleted and This text is inserted

This text has a strikethrough

Superscript®

Subscript for things like H2O

This small text is small for for fine print, etc.

Abbreviation: HTML

Keybord input: Cmd

This text is a short inline quotation

This is a citation

The dfn element indicates a definition.

The mark element indicates a highlight

This is what inline code looks like.

This is sample output from a computer program

The variarble element, such as x = y

Time

Preformatted Text

  	
P R E F O R M A T T E D T E X T
! " # $ % & ' ( ) * + , - . /
0 1 2 3 4 5 6 7 8 9 : ; < = > ?
@ A B C D E F G H I J K L M N O
P Q R S T U V W X Y Z [ \ ] ^ _
` a b c d e f g h i j k l m n o
p q r s t u v w x y z { | } ~ 

Hr


Accessories

Squares for dashboard legend or other applications

Accessories With Labels

Squares for dashboard legend or other applications (with labels)

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

This is a very long label that should wrap around on small screens and not go under the graph box

Icon Font

Navigation

Utilities

Communication

Tools

Users

Arrows

Messaging

Products

Social Media


DCMA

Social Icons


LinkedIn Facebook Twitter Google+ Pinterest Instagram Tumblr Youtube

Modal Trigger

modal link

Heading

Contact Us

Tooltip

this is a tooltip

Tooltip Examples

default tooltip positioning move aside, tooltip bubble! you can define top, though it's default when top is a bit inconvenient do you want the 'bubble' to appear on the right?

Popover

This is a popover link

Popover Examples

This is a [default] popover link This is a [right side] popover link [left side] popover This is a [top position] popover link This is a [bottom position] popover link

Status Note

Welcome Sophia MacGreagor | Last sign-in: April 11, 2016 | 7:58 PM CST

Unordered

  • This is a list item in an unordered list
  • An unordered list is a list in which the sequence of items is not important. Sometimes, an unordered list is a bulleted list. And this is a long list item in an unordered list that can wrap onto a new line.
  • Lists can be nested inside of each other
    • This is a nested list item
    • This is another nested list item in an unordered list
  • This is the last list item

Ordered

  1. This is a list item in an ordered list
  2. An ordered list is a list in which the sequence of items is important. An ordered list does not necessarily contain sequence characters.
  3. Lists can be nested inside of each other
    1. This is a nested list item
    2. This is another nested list item in an ordered list
  4. This is the last list item

Definition

Definition List
A number of connected items or names written or printed consecutively, typically one below the other.
This is a term.
This is the definition of that term, which both live in a dl.
Here is another term.
And it gets a definition too, which is this line.
Here is term that shares a definition with the term below.
And it gets a definition too, which is this line.

Dashbord Tab

cvbjkj

cvbjkj

cvbjkj

$2000
$2000
$2000
$1000
$1000
$1000
vhjbjkj

Horizontal Circles

  • Home

  • More info

  • Save more

  • Green

  • Search

Vertical Circles

  1. You can put HTML here
  2. Some stuff
  3. item

Glyphed Bullets

  • Increase your Contributions by 8%.
  • Increase your Retirement Age to 69 and retire in 2035
  • We will update your Investment Mix to 70% stock and 30% bonds

Forecast Icons

  • rainy forecast Rainy
  • cloudy forecast Cloudy
  • partly sunny forecast Partly Sunny
  • sunny forecast Sunny

Logo Mobile

Logo Mobile 2X

Logo Desktop 2X

Logo Desktop

Icons

  • glyphicon glyphicon-asterisk
  • glyphicon glyphicon-plus
  • glyphicon glyphicon-euro
  • glyphicon glyphicon-minus
  • glyphicon glyphicon-cloud
  • glyphicon glyphicon-envelope
  • glyphicon glyphicon-pencil
  • glyphicon glyphicon-glass
  • glyphicon glyphicon-music
  • glyphicon glyphicon-search
  • glyphicon glyphicon-heart
  • glyphicon glyphicon-star
  • glyphicon glyphicon-star-empty
  • glyphicon glyphicon-user
  • glyphicon glyphicon-film
  • glyphicon glyphicon-th-large
  • glyphicon glyphicon-th
  • glyphicon glyphicon-th-list
  • glyphicon glyphicon-ok
  • glyphicon glyphicon-remove
  • glyphicon glyphicon-zoom-in
  • glyphicon glyphicon-zoom-out
  • glyphicon glyphicon-off
  • glyphicon glyphicon-signal
  • glyphicon glyphicon-cog
  • glyphicon glyphicon-trash
  • glyphicon glyphicon-home
  • glyphicon glyphicon-file
  • glyphicon glyphicon-time
  • glyphicon glyphicon-road
  • glyphicon glyphicon-download-alt
  • glyphicon glyphicon-download
  • glyphicon glyphicon-upload
  • glyphicon glyphicon-inbox
  • glyphicon glyphicon-play-circle
  • glyphicon glyphicon-repeat
  • glyphicon glyphicon-refresh
  • glyphicon glyphicon-list-alt
  • glyphicon glyphicon-lock
  • glyphicon glyphicon-flag
  • glyphicon glyphicon-headphones
  • glyphicon glyphicon-volume-off
  • glyphicon glyphicon-volume-down
  • glyphicon glyphicon-volume-up
  • glyphicon glyphicon-qrcode
  • glyphicon glyphicon-barcode
  • glyphicon glyphicon-tag
  • glyphicon glyphicon-tags
  • glyphicon glyphicon-book
  • glyphicon glyphicon-bookmark
  • glyphicon glyphicon-print
  • glyphicon glyphicon-camera
  • glyphicon glyphicon-font
  • glyphicon glyphicon-bold
  • glyphicon glyphicon-italic
  • glyphicon glyphicon-text-height
  • glyphicon glyphicon-text-width
  • glyphicon glyphicon-align-left
  • glyphicon glyphicon-align-center
  • glyphicon glyphicon-align-right
  • glyphicon glyphicon-align-justify
  • glyphicon glyphicon-list
  • glyphicon glyphicon-indent-left
  • glyphicon glyphicon-indent-right
  • glyphicon glyphicon-facetime-video
  • glyphicon glyphicon-picture
  • glyphicon glyphicon-map-marker
  • glyphicon glyphicon-adjust
  • glyphicon glyphicon-tint
  • glyphicon glyphicon-edit
  • glyphicon glyphicon-share
  • glyphicon glyphicon-check
  • glyphicon glyphicon-move
  • glyphicon glyphicon-step-backward
  • glyphicon glyphicon-fast-backward
  • glyphicon glyphicon-backward
  • glyphicon glyphicon-play
  • glyphicon glyphicon-pause
  • glyphicon glyphicon-stop
  • glyphicon glyphicon-forward
  • glyphicon glyphicon-fast-forward
  • glyphicon glyphicon-step-forward
  • glyphicon glyphicon-eject
  • glyphicon glyphicon-chevron-left
  • glyphicon glyphicon-chevron-right
  • glyphicon glyphicon-plus-sign
  • glyphicon glyphicon-minus-sign
  • glyphicon glyphicon-remove-sign
  • glyphicon glyphicon-ok-sign
  • glyphicon glyphicon-question-sign
  • glyphicon glyphicon-info-sign
  • glyphicon glyphicon-screenshot
  • glyphicon glyphicon-remove-circle
  • glyphicon glyphicon-ok-circle
  • glyphicon glyphicon-ban-circle
  • glyphicon glyphicon-arrow-left
  • glyphicon glyphicon-arrow-right
  • glyphicon glyphicon-arrow-up
  • glyphicon glyphicon-arrow-down
  • glyphicon glyphicon-share-alt
  • glyphicon glyphicon-resize-full
  • glyphicon glyphicon-resize-small
  • glyphicon glyphicon-exclamation-sign
  • glyphicon glyphicon-gift
  • glyphicon glyphicon-leaf
  • glyphicon glyphicon-fire
  • glyphicon glyphicon-eye-open
  • glyphicon glyphicon-eye-close
  • glyphicon glyphicon-warning-sign
  • glyphicon glyphicon-plane
  • glyphicon glyphicon-calendar
  • glyphicon glyphicon-random
  • glyphicon glyphicon-comment
  • glyphicon glyphicon-magnet
  • glyphicon glyphicon-chevron-up
  • glyphicon glyphicon-chevron-down
  • glyphicon glyphicon-retweet
  • glyphicon glyphicon-shopping-cart
  • glyphicon glyphicon-folder-close
  • glyphicon glyphicon-folder-open
  • glyphicon glyphicon-resize-vertical
  • glyphicon glyphicon-resize-horizontal
  • glyphicon glyphicon-hdd
  • glyphicon glyphicon-bullhorn
  • glyphicon glyphicon-bell
  • glyphicon glyphicon-certificate
  • glyphicon glyphicon-thumbs-up
  • glyphicon glyphicon-thumbs-down
  • glyphicon glyphicon-hand-right
  • glyphicon glyphicon-hand-left
  • glyphicon glyphicon-hand-up
  • glyphicon glyphicon-hand-down
  • glyphicon glyphicon-circle-arrow-right
  • glyphicon glyphicon-circle-arrow-left
  • glyphicon glyphicon-circle-arrow-up
  • glyphicon glyphicon-circle-arrow-down
  • glyphicon glyphicon-globe
  • glyphicon glyphicon-wrench
  • glyphicon glyphicon-tasks
  • glyphicon glyphicon-filter
  • glyphicon glyphicon-briefcase
  • glyphicon glyphicon-fullscreen
  • glyphicon glyphicon-dashboard
  • glyphicon glyphicon-paperclip
  • glyphicon glyphicon-heart-empty
  • glyphicon glyphicon-link
  • glyphicon glyphicon-phone
  • glyphicon glyphicon-pushpin
  • glyphicon glyphicon-usd
  • glyphicon glyphicon-gbp
  • glyphicon glyphicon-sort
  • glyphicon glyphicon-sort-by-alphabet
  • glyphicon glyphicon-sort-by-alphabet-alt
  • glyphicon glyphicon-sort-by-order
  • glyphicon glyphicon-sort-by-order-alt
  • glyphicon glyphicon-sort-by-attributes
  • glyphicon glyphicon-sort-by-attributes-alt
  • glyphicon glyphicon-unchecked
  • glyphicon glyphicon-expand
  • glyphicon glyphicon-collapse-down
  • glyphicon glyphicon-collapse-up
  • glyphicon glyphicon-log-in
  • glyphicon glyphicon-flash
  • glyphicon glyphicon-log-out
  • glyphicon glyphicon-new-window
  • glyphicon glyphicon-record
  • glyphicon glyphicon-save
  • glyphicon glyphicon-open
  • glyphicon glyphicon-saved
  • glyphicon glyphicon-import
  • glyphicon glyphicon-export
  • glyphicon glyphicon-send
  • glyphicon glyphicon-floppy-disk
  • glyphicon glyphicon-floppy-saved
  • glyphicon glyphicon-floppy-remove
  • glyphicon glyphicon-floppy-save
  • glyphicon glyphicon-floppy-open
  • glyphicon glyphicon-credit-card
  • glyphicon glyphicon-transfer
  • glyphicon glyphicon-cutlery
  • glyphicon glyphicon-header
  • glyphicon glyphicon-compressed
  • glyphicon glyphicon-earphone
  • glyphicon glyphicon-phone-alt
  • glyphicon glyphicon-tower
  • glyphicon glyphicon-stats
  • glyphicon glyphicon-sd-video
  • glyphicon glyphicon-hd-video
  • glyphicon glyphicon-subtitles
  • glyphicon glyphicon-sound-stereo
  • glyphicon glyphicon-sound-dolby
  • glyphicon glyphicon-sound-5-1
  • glyphicon glyphicon-sound-6-1
  • glyphicon glyphicon-sound-7-1
  • glyphicon glyphicon-copyright-mark
  • glyphicon glyphicon-registration-mark
  • glyphicon glyphicon-cloud-download
  • glyphicon glyphicon-cloud-upload
  • glyphicon glyphicon-tree-conifer
  • glyphicon glyphicon-tree-deciduous

Loading Icon Big

Loading

Loading Icon

Loading

Favicon

Pla Logo Mobile

Pla Logo Mobile 2X

Pla Logo Desktop 2X

Pla Logo Desktop

Text Fields

Select Menu

Checkbox


INACTIVE and NON-SELECTABLE

Radio Buttons


INACTIVE and NON-SELECTABLE

Html5 Inputs

Alerts

Dismissible
Error
Error message goes here. Let's put an example of an extra long message her to be sure it fits.
  • Label 1
  • Label 2
Non-Dismissible
Error
Error message goes here. Let's put an example of an extra long message here to be sure it fits.
  • Label 1
  • Label 2
Non-Dismissible
Success
Success message goes here. Let's put an example of an extra long message here to be sure it fits.
  • Label 1
  • Label 2
Non-Dismissible
Caution
Caution message goes here. Let's put an example of an extra long message here to be sure it fits.
  • Label 1
  • Label 2
Non-Dismissible
Information
Information message goes here. Let's put an example of an extra long message here to be sure it fits.
  • Label 1
  • Label 2
Non-Dismissible
Warning
Warning message goes here. Let's put an example of an extra long message here to be sure it fits.
  • Label 1
  • Label 2

Slider

Select Examples

Select


Input Date

Input Datepicker Feedback

Input Datepicker

Input Datepicker V2

Note: This was a test datepicker. Will keep in its own silo so as not to conflict with datepicker


Result:

Button Primary

Button Secondary

Toggle Content

Household Income Goal $12,0000
Estimated Household Income $60,000
Income Surplus $60,000

Toggle Lg

Toggle

BTSP Accordion Expand

Button Chat

Button Icon Print

Print

Button Logout

Button Login

Modal Button

Cancel

PLA Button Nav Group

Financial Transactions
Policy Details

Table

3 Months 0.00
Year to Date 0.00
1 Year 0.00
3 Years 0.00

Table Accounts Responsive

My Caption
Name Balance
401(k) Plan for the Employees of Super Mega Blaster ABC Corporation
There was a problem updating this account; click on the account name for details.
$451,092.46
Some Plan for Some Employees of Some Corporation
$555,555,555.55
Total Balance: $555,555,555.55

Note on complex tables: header IDs and corresponding headers do not need to be readable, just unique and coordinated. They are reference points so that screen readers can match content and purpose. Fund unique IDs already in the system would be fine to use. We inserted 'readable' content so that the developer can follow the intent.

Table Style2

Header 1 Header 2 Header 3 Header 4 Header 5
3 Months 0.00 0.00 0.00 0.00
3 Months 0.00 0.00 0.00 0.00
3 Months 0.00 0.00 0.00 0.00
3 Months 0.00 0.00 0.00 0.00
Footer 1 Footer 2 Footer 3 Footer 4 Footer 5

Note on complex tables: header IDs and corresponding headers do not need to be readable, just unique and coordinated. They are reference points so that screen readers can match content and purpose. Fund unique IDs already in the system would be fine to use. We inserted 'readable' content so that the developer can follow the intent.

Angular Mobile Table Styleguide Compliant

This table appears normal to a desktop browser. Shrink the browser for magic!

Angular Mobile Table Alternate

Note: due to an AngularJS restriction, only one instance of the same app can load in any one page. To see this table at work, open it in its own page (click the link above).

Table Name Value Faux Cell

}}

Topbar Tab

  • Topbar Phone

  • Call Us: 1-800-PYRAMID
  • Topbar Finpro

    Are you a Financial Professional? Go here

    Dropdown

    Dropdown Item

  • Action
  • Breadcrumb

    Desktop Primary Nav

  • Button Breadcrumb

    Ta Topbar

    Ta Menubar

    Pla Logout

    Pla Dropdown

    Charts

    Charts Style

    Chart Ontrack

    Chart Ontrack Type2

    Stocks
    Bonds / Other

    Chart Mixed

    Chart Stacked

    Chart Stacked Bar

    Byline

    Address

    Company Name
    1234 Main St.
    Anywhere, 101010, CA
    U.S.A
    +1.888.123.4567

    Heading Group

    This is the heading group's main heading

    This is the heading group's subheading

    Blockquote With Citation

    A block quotation (also known as a long quotation or extract) is a quotation in a written document, that is set off from the main text as a paragraph, or block of text, and typically distinguished visually using indentation and a different typeface or smaller size quotation.

    Quote Source

    Intro Text

    The intro text may be a lead-in to the passage of text, or it may just be used to create a visual distinction between the rest of the passage of text.

    Heading Group Icon

    Savings Rate

    One Up

    12 Columns

    Two Up

    6 Columns
    6 Columns

    Three Up

    4 Columns
    4 Columns
    4 Columns

    Four Up

    3 Columns
    3 Columns
    3 Columns
    3 Columns

    Modal Basic

    Lorem ipsum textification with a modal link

    Modal Examples

    Lorem ipsum textification with a modal link

    Lorem ipsum textification with a small modal

    Lorem ipsum textification with a button for a big honkin modal that doesn't close on escape

    Lorem ipsum textification with a updated modal (default size)

    Lorem ipsum textification with a Non-cancellable modal

    Modal Noncancellable

    Lorem ipsum textification with a Non-cancellable modal

    Panels

    This is a basic panel with the only required component, panel-body.

    Panel Heading (h3)

    This is a fully dressed panel. It has

    • A true <h3> heading
    • Panel-body
    • Footer
    Panel Heading (minor)

    This is a panel with a minor heading. A minor heading would be used for less SEO impact.

    This panel has content and footer only.

    Primary Title Heading

    This is a 'primary' style panel, fully dressed, with:

    • An <h3> heading
    • Content
    • Footer
    Primary minor heading

    Normal version of 'primary' style panel.

    Success minor heading

    Normal version of 'success' style panel.

    Info minor heading

    Normal version of 'info' style panel.

    Warning minor heading

    Normal version of 'warning' style panel.

    Danger minor heading

    Normal version of 'danger' style panel.

    Tbl Panels

    Panel Heading (h3)

    This is an example of a table nested inside a panel. The table appears outside the 'pnael-body' in order to take the full width of the panel. Either heading style may be used, or none; and footers are most likely not included as the table would provide its own.

    Source Type Opening Balance Money In Money Out Credits / Fees Gain / Loss Closing Balance
    EE Contribution $1000.00 $1000.00 $1000.00 $1000.00 $1000.00 $1000.00
    EE Roth Contribution $1000.00 $1000.00 $1000.00 $1000.00 $1000.00 $1000.00
    Company Match $1000.00 $1000.00 $1000.00 $1000.00 $1000.00 $1000.00

    List Panels

    Panel Heading (h3)

    This is an example of a list nested inside a panel. The list appears outside the 'panel-body' in order to take the full width of the panel. Either heading style may be used, or none; and footers are most likely not included, but can be.

    • Cras justo odio
    • Dapibus ac facilisis in
    • Morbi leo risus
    • Porta ac consectetur ac
    • Vestibulum at eros

    Ads Banners

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    Wyro Banner

    What's Your Retirement Outlook®?

    • Rainy

    • Cloudy

    • Partly Sunny

    • Sunny

    Want to know if you're on course for a sunny retirement?
    It's easy to find out!

    Ma Banner With Video

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    Splash Banner Generic

    Managed Advice ®

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    Brighten Your Outlook ® with Managed Advice ®

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    Splash Banner Vert

    Vertical ad/banner example

    Brighten Your Outlook ® with Managed Advice ®

    Get the personalized advice you need to achieve your retirement goals — including a detailed, long-term investment strategy — through our comprehensive retirement planning solution.

    Buttons Block

    2 Button Set (standard)

    4 Button Set (rare)

    Block Basic

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras euismod tortor eget mauris sodales, sed pharetra enim mattis. Curabitur dapibus maximus consectetur. Quisque molestie et nisi ac pretium. Sed scelerisque tristique finibus. Maecenas fermentum suscipit turpis, pulvinar elementum urna dapibus vel. Donec vitae venenatis dui, tincidunt sagittis orci. Donec suscipit arcu libero, vitae rhoncus nulla pretium non. In hac habitasse platea dictumst. Nam at sagittis nisi. Nunc gravida arcu eu lectus pharetra, quis dictum sem blandit.

    Block Columns

    Lorem ipsum dolor sit amet, Sample Inline Link Text Here consectetur adipiscing elit. Cras euismod tortor eget mauris sodales, sed pharetra enim mattis. Curabitur dapibus maximus consectetur. Quisque molestie et nisi ac pretium. Sed scelerisque tristique finibus. Maecenas fermentum suscipit turpis, pulvinar elementum urna dapibus vel. Donec vitae venenatis dui, tincidunt sagittis orci. Donec suscipit arcu libero, vitae rhoncus nulla pretium non. In hac habitasse platea dictumst. Nam at sagittis nisi. Nunc gravida arcu eu lectus pharetra, quis dictum sem blandit.

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras euismod tortor eget mauris sodales, sed pharetra enim mattis. Curabitur dapibus maximus consectetur. Quisque molestie et nisi ac pretium. Sed scelerisque tristique finibus. Maecenas fermentum suscipit turpis, pulvinar elementum urna dapibus vel. Donec vitae venenatis dui, tincidunt sagittis orci. Donec suscipit arcu libero, vitae rhoncus nulla pretium non. In hac habitasse platea dictumst. Nam at sagittis nisi. Nunc gravida arcu eu lectus pharetra, quis dictum sem blandit.

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras euismod tortor eget mauris sodales, sed pharetra enim mattis. Curabitur dapibus maximus consectetur. Quisque molestie et nisi ac pretium. Sed scelerisque tristique finibus. Maecenas fermentum suscipit turpis, pulvinar elementum urna dapibus vel. Donec vitae venenatis dui, tincidunt sagittis orci. Donec suscipit arcu libero, vitae rhoncus nulla pretium non. In hac habitasse platea dictumst. Nam at sagittis nisi. Nunc gravida arcu eu lectus pharetra, quis dictum sem blandit.

    Block Well

    Example well

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras euismod tortor eget mauris sodales, sed pharetra enim mattis. Curabitur dapibus maximus consectetur. Quisque molestie et nisi ac pretium. Sed scelerisque tristique finibus. Maecenas fermentum suscipit turpis, pulvinar elementum urna dapibus vel. Donec vitae venenatis dui, tincidunt sagittis orci. Donec suscipit arcu libero, vitae rhoncus nulla pretium non. In hac habitasse platea dictumst. Nam at sagittis nisi. Nunc gravida arcu eu lectus pharetra, quis dictum sem blandit.

    Block Well Columns

    Example well

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras euismod tortor eget mauris sodales, sed pharetra enim mattis. Curabitur dapibus maximus consectetur. Quisque molestie et nisi ac pretium. Sed scelerisque tristique finibus. Maecenas fermentum suscipit turpis, pulvinar elementum urna dapibus vel. Donec vitae venenatis dui, tincidunt sagittis orci. Donec suscipit arcu libero, vitae rhoncus nulla pretium non. In hac habitasse platea dictumst. Nam at sagittis nisi. Nunc gravida arcu eu lectus pharetra, quis dictum sem blandit.

    Example well

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras euismod tortor eget mauris sodales, sed pharetra enim mattis. Curabitur dapibus maximus consectetur. Quisque molestie et nisi ac pretium. Sed scelerisque tristique finibus. Maecenas fermentum suscipit turpis, pulvinar elementum urna dapibus vel. Donec vitae venenatis dui, tincidunt sagittis orci. Donec suscipit arcu libero, vitae rhoncus nulla pretium non. In hac habitasse platea dictumst. Nam at sagittis nisi. Nunc gravida arcu eu lectus pharetra, quis dictum sem blandit.

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    Block Well Columns Rows

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    Average Savings Rate
    Average Savings Rate
    Average Savings Rate
    Average Savings Rate
    Example well
    Average Savings Rate
    Average Savings Rate
    Average Savings Rate
    Average Savings Rate
    Example well
    Average Savings Rate
    Average Savings Rate
    Average Savings Rate
    Average Savings Rate

    Block Account Header

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    Example well with a really, really big title on top that spans all of the columns

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    Lorem ipsum.

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    Ontrack Retirement Outlook

    Current Outlook

    Current Strategy

    You're likely to reach 100% of your goal based on your savings and investing strategies.

    Household Income Goal $120,000
    Estimated Household Income $60,000
    Income Surplus $60,000
    Retirement Age (Year)
    age 25 in 2058
    Combined Household Savings Rate
    10%
    Combined Investment Mix
    Stocks 80%
    Bonds 20%
    Multi-asset/other 0%
    SecurePath for Life® 0%

    Ontrack Adjust Goals

    3. Try Adjusting Your Goals

    (% of current salary)

    Ontrack Choose A New Strategy

    2. Choose a New Investment Strategy

    Use your current combined strategy or one based on your retirement age and risk preference.

    Or, try more savings options.

    Stocks 10%
    Bonds 20%
    Multi/Other 30%
    Secure Path 40%

    Ontrack Forecast

    Your Retirement Outlook®

    You are likely to reach some of your goal based on your saving and investing strategies.

    $0k $80k $50k
    View By
    Estimated Income $50,000
    Income Goal $80,000
    Income Gap $30,000

    Ontrack Try A New Strategy 2

    Try a new strategy to Brighten Your Outlook®

    1. Choose to Save More

    Est. Income $58,500
    Est. Income $60,255
    Est. Income $62,010

    Or, try more savings options.

    +2% annually

    Evaluate your ability to continue the auto-increase service in the event of a prolonged market decline or unforseeable emergency.

    Ontrack Try A New Strategy

    Try a new strategy to Brighten Your Outlook®

    1. Choose to Save More

    Or, try more savings options.

    +2% annually

    Evaluate your ability to continue the auto-increase service in the event of a prolonged market decline or unforseeable emergency.

    Ontrack Personal Information

    Personal Information


    $

    Ontrack Profile And Goals Buttons

    Ontrack Retirement Goals

    Retirement Goals

    (retiring in 2040)
    Pre-tax Income Goal
    After-tax Income Goal

    Ontrack A Guaranteed Income

    SecurePath for Life® - Guaranteed lifetime income.

    No, you're not dreaming.

    Important news! If you're at least age 50 - or you will be this year - you're eligible to take advantage of a special new investment option you can only get through your employer's retirement plan. It's called SecurePath fo Life and it's designed to:

    • Guarantee income for life*;
    • Protect your income against market volatility;
    • Provide diversification and potential growth for the long run.

    SecurePath for Life® combines the simplicity of a diversified target date fund with unique safety features. It enables you to protect your retirement income against untimely market drops and still take advantage of potential market gains. And it can be a great way to help ensure that your income lasts as long as you do.

    As part of an overall retirement plan, you may wish to allocate a portion of your retirement assets to SecurePath for Life®.

    SecurePath for Life® consists of a group variable annuity contract which offers certain guaranteed lifetime withdrawal benefits to participants. Although SecurePath for Life® provides a guaranteed income base as well as a guaranteed income amount consisting of a guaranteed lifetime withdrawal benefit, the investment options available under the product are variable investments and may lose value. Certain withdrawals will reduce a participant's income base, and therefore the guaranteed income amount. A plan sponsor may exercise certain rights under the group variable annuity contract that may terminate the guaranteed lifetime withdrawal benefits available to participants, including termination of the contract, termination of the plan, or the transfer of the assets left under the contract to another investment fund. Guarantees are subject to the terms and conditions set forth in the contract and the prospectus.

    Group annuity contracts are issued by Transamerica Life Insurance Company (TLIC), 4333 Edgewood Road, NE, Cedar Rapids, Iowa 52499, which is licensed and offers products in all states, except New York. Guarantees of withdrawals provided under SecurePath for Life® are supported by TLIC's general account and are contingent on the claims-paying ability of TLIC. Group annuity contracts issued in New York are issued by Transamerica Financial Life Insurance Company (TFLIC), 440 Mamaroneck Avenue, Harrison, NY 10528, which is licensed in New York. Guarantees of withdrawals provided under SecurePath for Life® are supported by TFLIC's general account and are contingent on the claims-paying ability of TFLIC. Product features and availability may differ by state.

    Ontrack Buttons

    Ontrack Do It For Me Managed Advice

    Managed Advice®, put your retirement on course. We can help.

    Managed Advice® is Transamerica's comprehensive retirement planning solution. It helps take the hard work (and guess work) of researching, investing, and managing your plan account out of your hands. It will automatically invest your account across the eligible funds in your retirement plan - as well as regularly rebalance these allocations as your investments change value over time.

    How You Will Be Invested.

    Short Bonds/Stable/MMkt 17%
    Interm./Long-term Bonds 33%
    Aggressive Bonds 5%
    Large-Cap Stocks 31%
    Small/Mid-Cap Stocks 6%
    International Stocks 8%

    Other Benefits

    With Managed Advice®, you can get access to a team of experts to advice you on virtually every aspect of your account. These professionals are not paid by commission - so they can focus on your situation in a balanced way through one-on-one counselling sessions.

    Managed Advice® provides a participant with an asset allocation mix of funds available within the plan. The asset allocation mix will be automatically rebalanced to become more conservative over time as the participant approaches a designated retirement year. Additional fees and terms and conditions apply to the Managed Advice® service. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio's allocation to stocks the greater the risk. The principal value of the portfolio is never guaranteed, including at and after the target date.

    The Managed Advice® service is offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. Transamerica Retirement Solutions and TRA are affiliated companies. Depending on the option chosen by the plan fiduciary, the Managed Advice® service may be offered through, and the asset allocation portfolios constructed by, the plan's investment advisor. If the plan chooses this option, only the Managed Advice® one-on-one advisory services are provided by TRA at the direction of the plan's investment advisor. To find out more, please call your Transamerica representative.

    Ontrack Do It For Me One Step Diversification

    One-Step Diversification with Custom Portfolios.

    Why is diversification important? By choosing a mix of different investments you can help manage your risks and increase your exposure to market opportunities. Custom Model Portfolios offer diversification in one easy step.

    Based on your risk tolerance, you can simply pick one portfolio made up of investments already in your plan's fund lineup. Your current and future balances will be invested according to the porfolio's allocations. There Model Portfolios are broadly diversified investment portfolios composed of the individual investment options in your plan. Each Model Portfolio is tailored to a specific investment goal and risk profile and will be professionally managed to help you stay on track with your investment strategy.

    While Custom Model Portfolios make investing easy, you should still review the funds that make up the portfolios and consider how well each fund's investment objective matches your savings goals, investment horizon and the risk tolerance.

    If you are considering a custom portfolio, first think about your personal circumstances, market outlook, risk tolerance, and the potential universe of appropriate investments. If you subscribe to the service, your account will be rebalanced to the portfolio option you select. From time to time, funds may be added to or removed from the custom portfolio mixes, or changes may occur to the portfolios' target investment allocations. The custom model portfolios are subject to the same risks as the underlying assets in which they invest. The higher the portfolio's allocation to stocks, the greater the risk. The portfolio's principal value is never guaranteed. Transamerica Retirement Solutions does not provide advice to your account. Diversification does not assure a profit or protect against market loss.

    Ontrack Do It For Me Portfolio Express

    PortfolioXpress®, the One Decision Solution to a Lifetime Investment Strategy.

    “My financial picture is relatively straightforward, so a savings strategy based on when I plan to retire is probably a good starting point.”

    Does this statement sound like you? If so, consider PortfolioXpress®, our automatic asset allocation and rebalancing service.

    One-step diversification
    PortfolioXpress® uses the funds in your plan and the retirement year you choose to present you with a diversified investment mix for today and a "glide path" of adjustments for tomorrow.

    The service automatically:

    • Rebalances your account and contributions to reflect your mix;
    • Rebalances your portfolio each quarter to mantain your mix as neeed;
    • Adjusts your mix to become more conservative over time.

    PortfolioXpress® is a registered service mark of Transamerica Retirement Solutions Corporation (Transamerica). PortfolioXpress® presents a series of asset allocation models up to and through a designated retirement year. You are solely responsible for choosing the retirement year. By subscribing to the service, you agree to each of the asset allocation mixes and automated rebalancing transactions that will take place over time within your account as you approach the selected retirement year. If you sign up, you should carefully review the service agreement for additional information regarding fees and other terms and conditions that may apply to this service. Although the PortfolioXpress® service is offered at no additional cost, you will continue to bear the fees of the underlying funds in which the account is invested. PortfolioXpress® is designed as investment education. Transamerica Retirement Solutions or its affiliates do not provide investment advice for PortfolioXpress®. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio's allocation is to stocks, the greater the risk. The principal value of the portfolio is not guaranteed at any time, including at and after the target date.

    Ontrack Do It For Me Target Date Funds

    Target Date Funds - An all-in-one savings solution.

    It's easy to see why. With target date funds, you have the option of picking one fund with the target date that is closest to the date you want to retire. The funds diversify across a broad mix of domestic and international stocks, and fixed income investments like bonds. The fund gradually adjusts its investment strategy from more aggressive to more conservative as the fund's target date approaches.

    Each fund "targets" a specific year, so you can consider choosing the one closest to when you expect to retire or begin withdrawing assets. Simple as they seem, target date funds aren't foolproof. They're subject to the same risks as the assets they hold. In general, the larger the stake in stocks, the greater the risk. That may not be a big problem if your target is decades away - hopefully you'll have time to recoup losses and take advantage of any market upswings between now and then. But if you expect to retire in just a few years, an ill-timed, across-the-board market crash could put a crimp in your plans.

    Know the facts.

    A fund's target date really represents an allocation. That's the mix of stocks, bonds, and other investments the fund aims to hold by its target year, based on its "glide path" or the schedule of assets shifts it makes over time. The date doesn't mean your account will never lose money, or that your account will be fully funded by then. Indeed, growing a viable nest egg depends mostly on three factors: how much you save, how much income you'll need in retirement and how you allocate your investments.

    Asset allocation and diversification do not assure or guarantee better performance, cannot eliminate the risk of investment losses, and do not protect against an overall declining market. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio's allocation is to stocks, the greater the risk. The principle value of the portfolio is not guaranteed at any time, including at and after the target date.

    Other Retirement Incomes

    Ontrack Withdrawals From Retirement Assets

    Do you plan to withdraw non-standard expenses from your retirement assets at any point in your retirement?

    Name Frequency Amount
    Daughters Wedding One-Time $12,000.00 Access this plan Access this plan
    Daughters College Annual $15,000.00 Access this plan Access this plan

    Household Retirement Budget Table Chart

    Budget Items (click to edit)

    Name Percentage Amount
    Housing 29.6% $20,000.00
    Necessities 7.4% $5,000.00
    Utilities 7.4% $3,000.00
    Health / Insurance 7.4% $15,600.00
    Leisure / Entertainment 7.4% $6,000.00
    Transportation 7.4% $6,000.00
    Family Care 7.4% $6,000.00
    Debt 7.4% $2,400.00
    Miscellaneous 7.4% $0.00
    Total Retirement Budget $0.00
    Annual Income Goal $39,600.01

    Do you know if your income goal is right for you?

    • Your income goal is higher than your retirement expenses. You can either plan for excess assets in the list above, or you can lower your goal to match your expenses. You can change your goal in Personal Information/Goals.

    Household Retirement Budget

    Budget Items (click to edit)

    Name Percentage Amount
    Housing 29.6% $20,000.00
    Necessities 7.4% $5,000.00
    Utilities 7.4% $3,000.00
    Health / Insurance 7.4% $15,600.00
    Leisure / Entertainment 7.4% $6,000.00
    Transportation 7.4% $6,000.00
    Family Care 7.4% $6,000.00
    Debt 7.4% $2,400.00
    Miscellaneous 7.4% $0.00
    Total Retirement Budget $0.00
    Annual Income Goal $39,600.01

    Do you know if your income goal is right for you?

    • Your income goal is higher than your retirement expenses. You can either plan for excess assets in the list above, or you can lower your goal to match your expenses. You can change your goal in Personal Information/Goals.

    Withdrawals From Retirement Assets

    Managed Advice Monitoring

    Managed Advice® is monitoring and updating your investment mix.

    Bonds 60%
    Stocks 30%
    Other 10%

    Progress Toggler

    Income Gap

    Estimated Retirement Income

    Toggle the buttons to view income goals on an annual or monthly basis
    Income: $22K out of $66K Gap: $44K
    Income Goal: $66K

    Goal Met

    Estimated Retirement Income

    Toggle the buttons to view income goals on an annual or monthly basis
    Income: $66K out of $66K Gap: $0K
    Income Goal: $66K

    Surplus

    Estimated Retirement Income

    Toggle the buttons to view income goals on an annual or monthly basis
    Income: $73K out of $66K Gap: $7K
    Income Goal: $66K

    Your Retirement Forecast

    Your Retirement Forecast

    Partly Sunny outlook
    Partly Sunny

    Your current strategy is likely to produce retirement income that meets 65% - 79% of your goal.

    About Probability Illustrations

    BTSP Accordion

    Column 1Column 2

    Example of No Padding Content

    Plan Name Plan Number Plan Balance
    401 (k) Plan for the Employees Even Longer Line 2 QA99999 00001 $200,000.20
    401 (k) Plan for the Employees Even Longer Line 2 QA99999 00001 $200,000.20

    Panel Name 2

    Padded Content Goes Here

    Plan Name Plan Number Plan Balance
    401 (k) Plan for the Employees Even Longer Line 2 QA99999 00001 $200,000.20
    401 (k) Plan for the Employees Even Longer Line 2 QA99999 00001 $200,000.20

    Panel Name 3

    Padded Content Goes Here

    Trs Accordion Table

    Using <div> elements

    Date: 01/16/2015
    # of Units
    Unit Value
    Amount
    Stable
    32.500485
    0.000000
    $320.80
    Stock Index Fund
    0.000000
    14.400565
    $320.80
    Bond Index Fund
    32.500485
    32.500485
    $320.80
    SubTotal
    65.00097
    46.90105
    $962.04
    Stable
    32.500485
    0.000000
    $320.80
    Stock Index Fund
    0.000000
    14.400565
    $320.80
    Bond Index Fund
    32.500485
    32.500485
    $320.80
    SubTotal
    65.00097
    46.90105
    $962.04
    Stable
    32.500485
    0.000000
    $320.80
    Stock Index Fund
    0.000000
    14.400565
    $320.80
    Bond Index Fund
    32.500485
    32.500485
    $320.80
    SubTotal
    65.00097
    46.90105
    $962.04

     

    Using a <table> element

    Date: 01/16/2015 # of Units Unit Value Amount 
    Stable
    32.500485
    0.000000
    $320.80
    Stock Index Fund
    0.000000
    14.400565
    $320.80
    Bond Index Fund
    32.500485
    32.500485
    $320.80
    SubTotal
    65.00097
    46.90105
    $962.04
    Totals
    $1,000.00
    Date: 01/16/2015 # of Units Unit Value Amount 
    Totals
    $1,000.00
    Date: 01/16/2015 # of Units Unit Value Amount 
    Totals
    $1,000.00

    Trs Accordion

    Column 1Column 2

    Panel Name 2

    Panel Name 3

    Trs Activity Table

    Date: 01/16/2015
    # of Units
    Unit Value
    Amount
    Stable
    32.500485
    0.000000
    $320.80
    Stock Index Fund
    0.000000
    14.400565
    $320.80
    Bond Index Fund
    32.500485
    32.500485
    $320.80
    SubTotal
    65.00097
    46.90105
    $962.04
    Date: 01/16/2015
    # of Units
    Unit Value
    Amount
    Stable
    32.500485
    0.000000
    $320.80
    $320.80
    Stock Index Fund
    0.000000
    14.400565
    $320.80
    Bond Index Fund
    32.500485
    32.500485
    $320.80
    SubTotal
    65.00097
    46.90105
    $962.04
    Date: 01/16/2015
    # of Units
    Unit Value
    Amount
    Stable
    32.500485
    0.000000
    $320.80
    Stock Index Fund
    0.000000
    14.400565
    $320.80
    $320.80
    Bond Index Fund
    32.500485
    32.500485
    $320.80
    SubTotal
    65.00097
    46.90105
    $962.04

    Trs Loader

    Mobile Phone

    Table Legend

    3 Months 0.00%
    Year to Date 0.00%
    1 Year 0.00%
    3 Years 0.00%

    Table Style 2

    Header 1 Header 2 Header 3 Header 4 Header 5
    Example Sub Header
    0.00% 0.00% 0.00% 0.00%
    0.00% 0.00% 0.00% 0.00%
    0.00% 0.00% 0.00% 0.00%
    Example Sub Header
    0.00% 0.00% 0.00% 0.00%
    0.00% 0.00% 0.00% 0.00%
    Header 1 Header 2 Header 3 Header 4 Header 5

    Table Style 3

    Header 1 Header 2 Header 3 Header 4 Header 5
    Example Sub Header
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Sub Header
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Sub Header
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%
    Example Fund 0.00% 0.00% 0.00% 0.00%

    Table Loan Payoff

    Details for loan #20000606999999. Payoff instructions may be accessed via the footer link.
    Loan Details
    Loan Payoff Amount $3,458.59
    Principal $926.56
    $2,532.03
    Beginning Balance $1,000.000
    Origination Date 05/22/2002
    Interest Rate 10.5%
    Duration 1 Year
    Payment
    Payment Amount $1,000.00
    Payment Frequency Weekly
    Last Payment Received 03/23/2015
    Loan Payoff Instructions Amortization Schedule Loan Note Security Agreement

    Table Loan Refinance

    Details for loan refinance #20151234567ABC.
    Loan Number: 20151234567ABC
    Loan Payoff Amount $3,458.59
    Principal $926.56
    Interest $2,532.03
    Beginning Balance $1,000.000
    Origination Date 05/22/2002
    Interest Rate 10.5%
    Duration 1 Year
    Payment Amount $1,000.00
    Payment Frequency Weekly
    Last Payment Received 03/23/2015

    Ontrack Do It Myself Table

    Transamerica Accounts Asset Classs Current Mix New Mix
    ABC Company 401(k) Retirement Plan
    Stocks
    Bonds/Cash
    Other
    SecurePath For Life®
    Total (must = 100%)
    50%
    20%
    20%
    10%
    100%
    ABC Company 403(b) Retirement Plan
    Stocks
    Bonds/Cash
    Other
    Total (must = 100%)
    50%
    20%
    30%
    100%
    100%
    Non-Transamerica Accounts Asset Classs Current Mix New Mix
    Spouse's 401(k)
    Stocks
    Bonds/Cash
    Other
    Total (must = 100%)
    50%
    50%
    0%
    100%
    100%
    Totals are based on account balances.
    Total Stocks
    Total Bonds/Cash
    Total Other
    50%
    50%
    50%
    70%
    30%
    0%

    Your new mix could be better diversified.

    You could also try using Managed Advice® to have your strategy automatically diversified for you.

    Partly Sunny
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000
    Rainy
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000

    Table Dcma Summary

    expand details

    Investments Current Mix New Mix
    BONDS 30% 70%
    Short Bonds / Stable / MMkt 9% 21%
    Intermediate / Long-Term Bonds 18% 42%
    Aggressive Bonds 3% 7%
    Current Mix New Mix
    STOCKS 70% 30%
    Large-Cap Stocks 53% 21%
    Small / Mid-Cap Stocks 6% 4%
    International Stocks 11% 5%
    Current Mix New Mix
    OTHER 0% 0%
    Multi-Asset / Other 0% 0%

    Ontrack Table 2

    Transamerica Accounts Type Current Rate New Rate
    ABC Company 401(k) Retirement Plan
    Pre-Tax
    Roth
    $2,000.00
    $0.00
    ABC Company 403(b) Retirement Plan
    Pre-Tax
    Post-Tax
    Roth
    0%
    0%
    0%
    Non-Transamerica Accounts Type Current Rate New Rate
    Spouse's 401(k)
    Pre-Tax
    2%
    Retirement Plan with a really really really really long name
    Pre-Tax
    Roth
    0%
    0%

    See the impact on your forecast...

    Click Use This Strategy to implement your changes.

    Read the OnTrack® disclosure.

    Partly Sunny
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000
    Rainy
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000

    Ontrack Table

    Transamerica Accounts Type Current Rate New Rate Annual Increase
    ABC Company 401(k) Retirement Plan
    Pre-Tax
    Roth
    $2,000.00
    $0.00
    ABC Company 403(b) Retirement Plan
    Pre-Tax
    Post-Tax
    Roth
    0%
    0%
    0%
    Non-Transamerica Accounts Type Current Rate New Rate
    Spouse's 401(k)
    Pre-Tax
    2%
    Retirement Plan with a really really really really long name
    Pre-Tax
    Roth
    0%
    0%

    See the impact on your forecast...

    Click Use This Strategy to implement your changes.

    Read the OnTrack® disclosure.

    Partly Sunny
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000
    Rainy
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000

    Fe Retirement Planning Tools Table

    Summary of Retirement Planning Tools.

    We offer two ways
    of providing help:

    Online Advice

    You do the work

    Professional Management

    We do the work
    Personalized Retirement Forecasts
    See what you might have at retirement in easy-to-understand terms.
    Social Security Planning
    Learn how to get the most out of your social security income.
    Investment Advisor Representatives
    Receive access and support from our team of Advisor Representatives.
    Portfolio Management
    We'll do the legwork to help you get and stay on track.
    No
    Automated Rebalancing
    Let us rebalance your portfolio to help you prepare for retirement.
    No
    Regular Account Monitoring
    We monitor your accounts so it remains appropriately allocated and diversified over time.
    No
    Learn more Learn more

    Fe Retirement Planning Tools Table

    Retirement Planning Tools available to you

    We offer two ways
    of providing help:

    Professional Management

    We do the work

    Online Advice

    You do the work
    Personalized Retirement Forecasts
    See what you might have at retirement in easy-to-understand terms.
    Social Security Planning
    Learn how to get the most out of your social security income.
    Investment Advisor Representatives
    Receive access and support from our team of Advisor Representatives.
    Portfolio Management
    We'll do the legwork to help you get and stay on track.
    No
    Automated Rebalancing
    Let us rebalance your portfolio to help you prepare for retirement.
    No
    Regular Account Monitoring
    We monitor your accounts so it remains appropriately allocated and diversified over time.
    No
    Learn more Learn more

    Simple Responsive Table

    Summary of Activity by Contribution Type.

    Summary of Activity by Contribution Type.
    Source Type Opening Balance Money In Money Out Credits / Fees Gain / Loss Closing Balance
    GL Basic Contribution Account $0.00 $1,495.19 $0.00 $1.28 $75.44 $1,571.91
    Employee Roth $0.00 $5,353.82 $0.00 $4.29 $270.13 $5,628.24
    Employee Pre-Tax $0.00 $31,985.41 $0.00 -$4.30 $1,613.74 $33,594.85
    Safe Harbor Profit Sharing $0.00 $14,026.50 $0.00 $11.26 $707.70 $14,745.46
    Azerothian Industries Inc $0.00 $14,026.50 $0.00 $11.26 $707.70 $14,745.46
    Crown Chemical Co $0.00 $14,026.50 $0.00 $11.26 $707.70 $14,745.46
    Employer Match $0.00 $10,712.18 $0.00 $8.61 $540.53 $11,261.32
    Total $0.00 $63,573.10 $0.00 $21.14 $3,207.54 $66,801.78

    Summary of Activity by Funds.

    Summary of Activity by Funds.
    Fund Name Opening Balance Money In Money Out Credits / Fees Gain / Loss Closing Balance Number of Units
    Short Bonds/Stable/MMkt
    Putnam Stable Value (2 $0.00 $6,308.44 $0.00 -$30.00 $52.91 $6,331.35 6331.350000
    Interm./Long-Term Bonds
    BlackRock Total Instl $0.00 $12,988.44 $0.00 $7.91 -$195.64 $12,800.71 1101.610612
    Leeroy Jenkins Inc $0.00 $12,988.44 $0.00 $7.91 -$195.64 $12,800.71 1101.610612
    Azertohian Industries $0.00 $12,988.44 $0.00 $7.91 -$195.64 $12,800.71 1101.610612
    Aggressive Bonds
    Federated Instl Yield Bond Inst $0.00 $6,714.29 -$356.50 $1.35 $258.52 $6,617.66 661.104747
    Large-Cap Stocks
    Vanguard Equity Adm $0.00 $13,265.43 -$909.23 $0.00 $1,099.64 $13,455.84 188.695184
    JPMorgan Large A $0.00 $12,673.77 $0.00 $26.67 $1,319.86 $14,020.30 403.810787
    Small/Mid-Cap Stocks
    Harbor Mid Cap Value Instl $0.00 $3,380.77 -$525.79 $1.39 $487.65 $3,344.02 145.772147
    BlackRock US Opportunities I $0.00 $3,367.12 -$154.49 $3.43 $275.24 $3,491.30 91.109161
    International Stocks
    Artisan Interna $0.00 $6,820.85 $0.00 $10.39 -$90.64 $6,740.60 247.815866
    Leeroy Jenkins Inc $0.00 $12,988.44 $0.00 $7.91 -$195.64 $12,800.71 1101.610612
    Azertohian Industries $0.00 $12,988.44 $0.00 $7.91 -$195.64 $12,800.71 1101.610612
    Crown Chemical Co $0.00 $12,988.44 $0.00 $7.91 -$195.64 $12,800.71 1101.610612
    Tinker Ltd $0.00 $12,988.44 $0.00 $7.91 -$195.64 $12,800.71 1101.610612
    Total $0.00 $65,519.11 -$1,946.01 $21.14 $3,207.54 $66,801.78

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    Project Specific Notes:


    Using the button in the top right nav, you can view the code for each element/pattern.

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    Ontrack New User

    What's Your Retirement Outlook®?

    • Rainy

    • Cloudy

    • Partly Sunny

    • Sunny

    Want to know if you're on course for a sunny retirement?
    It's easy to find out!

    GET STARTED NOW

    Error
    OnTrack® gives you a personalized assessment of whether your current strategy has you on course toward achieving your retirement income goal. See a comprehensive view of your retirement savings, both inside and outside of your employer's plan.

    Tell us a little about yourself.

    Retire in 2058

    How much are you saving?

    ABC Big Name Company With Lots of Words 401(k) Retirement Savings Plan
    Nintendo of America Retirement Savings Plan

    Ontrack Home

    What's Your Retirement Outlook®?

    • Rainy

    • Cloudy

    • Partly Sunny

    • Sunny

    Want to know if you're on course for a sunny retirement?
    It's easy to find out!

    Current Outlook

    Current Strategy

    You're likely to reach 100% of your goal based on your savings and investing strategies.

    Household Income Goal $120,000
    Estimated Household Income $60,000
    Income Surplus $60,000
    Retirement Age (Year)
    age 25 in 2058
    Combined Household Savings Rate
    10%
    Combined Investment Mix
    Stocks 80%
    Bonds 20%
    Multi-asset/other 0%
    SecurePath for Life® 0%

    Want to do better?

    • Complete your retirement profile
    • Add other retirement assets
    • Try different savings rates
    • Consider changing your goals

    Pla Sample Elements

    Select Account

    Ontrack Brighten Your Outlook 2

    Your Retirement Outlook®

    You are likely to reach some of your goal based on your saving and investing strategies.

    $0k $80k $50k
    View By
    Estimated Income $50,000
    Income Goal $80,000
    Income Gap $30,000
    Try a new strategy to Brighten Your Outlook®

    1. Choose to Save More

    Est. Income $58,500
    Est. Income $60,255
    Est. Income $62,010

    Or, try more savings options.

    +2% annually

    Evaluate your ability to continue the auto-increase service in the event of a prolonged market decline or unforseeable emergency.

    2. Choose a New Investment Strategy

    Use your current combined strategy or one based on your retirement age and risk preference.

    Or, try more savings options.

    Stocks 10%
    Bonds 20%
    Multi/Other 30%
    Secure Path 40%

    3. Try Adjusting Your Goals

    (% of current salary)

    Ontrack Brighten Your Outlook

    Your Retirement Outlook®

    You are likely to reach some of your goal based on your saving and investing strategies.

    $0k $80k $50k
    View By
    Estimated Income $50,000
    Income Goal $80,000
    Income Gap $30,000
    Try a new strategy to Brighten Your Outlook®

    1. Choose to Save More

    Or, try more savings options.

    +2% annually

    Evaluate your ability to continue the auto-increase service in the event of a prolonged market decline or unforseeable emergency.

    2. Choose a New Investment Strategy

    Use your current combined strategy or one based on your retirement age and risk preference.

    Or, try more savings options.

    Stocks 10%
    Bonds 20%
    Multi/Other 30%
    Secure Path 40%

    3. Try Adjusting Your Goals

    (% of current salary)

    Ontrack Profile And Goals

    Personal Information


    $

    Retirement Goals

    (retiring in 2040)
    % of current annual salary
    Pre-tax Income Goal
    $
    After-tax Income Goal
    $

    Personal Information


    $

    Retirement Goals

    (retiring in 2040)
    % of current annual salary
    Pre-tax Income Goal
    $
    After-tax Income Goal
    $

    Ontrack Modal

    OnTrack Modals

     

    Add Account

    OnTrack® Modal - SLIDE #01: Add New Account Modal (Manual Account) , [IRA]

    OnTrack® Modal - SLIDE #01: Add New Account Modal (Manual Account) , [Taxable]

    OnTrack® Modal - SLIDE #01: Add New Account Modal (Manual Account) , [Generic]

    OnTrack® Modal - SLIDE #01: Add New Account Modal (Manual Account) , [Taxable] [Generic] [IRA]

     

    Edit NON-TRS Account (Manual/Yodlee)

    OnTrack® Modal - Edit Account Modal (Manual Account)

    OnTrack® Modal - Edit Account Modal (Yodlee Account)

     

    Edit TRS Account

    OnTrack® Modal - Edit Account (Manual Account)

     

    From U:\DEVELOP\Business Analyst\User Interface Designs\DDOL\OnTrack\Ontrack Re-design_11-30-2015.pptx

    OnTrack® Modal - SLIDE #20: Which Account (sub to MA)

    OnTrack® Modal - SLIDE #21: Msg about sub to MA

    OnTrack® Modal - SLIDE #23: Which Account (sub to PX)

    OnTrack® Modal - SLIDE #27: Loading animation (Retirement Outlook)

    OnTrack® Modal - SLIDE #28: Which Account (apply new investment mix to?)

    OnTrack® Modal - SLIDE #35 + 36: Add New Account (search OR choose OR add manually)

    OnTrack® Modal - SLIDE #38 + 39: Add a New Account (3rd party sign-in creds)

    OnTrack® Modal - SLIDE #40: Add a New Account (choose accounts we found 3rd party)

     

    OnTrack® Modal - SLIDE #55: Add New Income

    OnTrack® Modal - SLIDE #56: Edit Income

    OnTrack® Modal - SLIDE #57: Pension [Non-Editable]

    OnTrack® Modal - SLIDE #57: Pension [Editable]

    OnTrack® Modal - SLIDE #58: Social Security: Auto Estimate

    OnTrack® Modal - SLIDE #59: Social Security: Manual (User)

     

    OnTrack® Modal - SLIDE #71: Add a Withdrawal

    OnTrack® Modal - SLIDE #72: Edit a Withdrawal

     

    OnTrack® Modal YODLEE #80: Add a New Account, time based security questions

     

    OnTrack® Modal - SLIDE #44 - 2015-08-19: Edit Account View Holdings (Transamerica)

    OnTrack® Modal - SLIDE #46 - 2015-08-19: Edit Account View Holdings (Yodlee)

     

    Expenses (e.g. Household Budget)

    OnTrack® Modal - SLIDE #62: Housing

    OnTrack® Modal - SLIDE #63: Necessities

    OnTrack® Modal - SLIDE #64: Utility

    OnTrack® Modal - SLIDE #65: Health/Insurance

    OnTrack® Modal - SLIDE #66: Leisure/Entertainment

    OnTrack® Modal - SLIDE #67: Transportation

    OnTrack® Modal - SLIDE #68: Family Care

    OnTrack® Modal - SLIDE #69: Debt

    OnTrack® Modal - SLIDE #70: Miscellaneous

    Managed Advice Splash

    Let Managed Advice Work For You

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    Personalized

    Customized investment strategy to help you meet your goals

    Proactive

    Quarterly investment review and rebalancing

    Human Touch

    Speak with an experienced investment advisor to help refine your strategy

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    AdvisorBenchmarking RIA Trend Report, 2014

    How it works

    Tell us about yourself

    Sign in to your account to start taking advantage of all the benefits of Managed Advice. You’ll fill out a profile so we can start to build a personalized retirement strategy that will meet your individual needs.

    Let Managed Advice work for you

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    Competitive Cost

    Managed Advice has a monthly fee based on your account balance — [$2.08/$2.92/$3.75] for every $10,000 in your account, with absolutely no impact on your paycheck. And since you're getting professional money management through your employer, this fee is much less than what you would pay if you sought advice on your own.*

    Agreement

    Agreement

    Managed Advice AGREEMENT

    Please read the following agreement carefully before using or enrolling in the service described below. If you affirmatively subscribe to the Managed Advice service by acknowledging these terms and conditions and checking the box below, this Agreement becomes effective upon the date of such acknowledgment and you are thereby enrolled in the Service. Alternatively, you may have already been automatically enrolled in the service based on instructions from your retirement plan sponsor. If you have been automatically enrolled in the Managed Advice service, this Agreement becomes effective upon the date you are automatically enrolled. You will signal your agreement to be bound by this Agreement by your continued participation in the Managed Advice service after the earlier of (i) any applicable deadline to opt out of participation in the Service, or (ii) the first date that transactions are initiated for your account under the Managed Advice service.

    Please read the following agreement carefully before using or enrolling in the service described below. If you affirmatively subscribe to the Managed Advice service by acknowledging these terms and conditions and checking the box below, this Agreement becomes effective upon the date of such acknowledgment and you are thereby enrolled in the Service. Alternatively, you may have already been automatically enrolled in the service based on instructions from your retirement plan sponsor. If you have been automatically enrolled in the Managed Advice service, this Agreement becomes effective upon the date you are automatically enrolled. You will signal your agreement to be bound by this Agreement by your continued participation in the Managed Advice service after the earlier of (i) any applicable deadline to opt out of participation in the Service, or (ii) the first date that transactions are initiated for your account under the Managed Advice service.

    Please read the following agreement carefully before using or enrolling in the service described below. If you affirmatively subscribe to the Managed Advice service by acknowledging these terms and conditions and checking the box below, this Agreement becomes effective upon the date of such acknowledgment and you are thereby enrolled in the Service. Alternatively, you may have already been automatically enrolled in the service based on instructions from your retirement plan sponsor. If you have been automatically enrolled in the Managed Advice service, this Agreement becomes effective upon the date you are automatically enrolled. You will signal your agreement to be bound by this Agreement by your continued participation in the Managed Advice service after the earlier of (i) any applicable deadline to opt out of participation in the Service, or (ii) the first date that transactions are initiated for your account under the Managed Advice service.

    Acceptance of Terms and Conditions of Agreement
    Clicking Subscribe means you have read and agree to abide by all terms of the agreement that apply to you and you acknowledge you have received and reviewed ABC Company Retirement Advisors' Form ADV. Please note that upon enrollment in the Managed Advice service, any currently initiated transfers or transactions will be cancelled, unless the market has closed for the day.

    Ma Retirement Accounts Tab

    These assets and accounts will be considered when determining your target and gap.

    Ma Retirement Incomes Tab

    Add any other expected income sources during retirement. We have already added Social Security and your pension.

    Ma Retirement Info And Goals Tab

    Your Information

    43


    Ma Retirement Withdrawals Tab

    Add any expected withdrawals during retirement.

    New Lets Get Started

    1. Step 1 of 5, current step
    2. 2
    3. 3
    4. 4
    5. 5

    Tell us a little about yourself or your spouse/partner to get started building your profile.

    Your Information

    01/05/1961


    New Whats Your Goal

    1. Step 1 of 5 complete
    2. Step 2 of 5, current step
    3. 3
    4. 4
    5. 5

    Based on this goal, we've calculated your estimated retirement income below, which includes Social Security, all ABC Company-administered plan accounts, and any other information you've entered so far.

    • We've estimated your retirement income to total:
      $21,900
    • Based on your goal, your current household income will be:
      $65,800
    • This leaves you with a gap of:
      -$43,900

    Don't worry! Let's start closing the gap by creating a personalized plan that includes all of your assets.

    New Summary

    Based on the information you provided, here is your proposed investment mix for your current balance and future contributions.

    expand details

    Investments Current Mix New Mix
    BONDS 30% 70%
    Short Bonds / Stable / MMkt 9% 21%
    Intermediate / Long-Term Bonds 18% 42%
    Aggressive Bonds 3% 7%
    Current Mix New Mix
    STOCKS 70% 30%
    Large-Cap Stocks 53% 21%
    Small / Mid-Cap Stocks 6% 4%
    International Stocks 11% 5%
    Current Mix New Mix
    OTHER 0% 0%
    Multi-Asset / Other 0% 0%
    + More information

    Balances in a Self-Directed Brokerage Account are not available for investment in the Managed Account service. Should you choose to maintain these assets in SDBA, you will be restricted from making any additional transfers into SDBA. The assets in your SDBA account will remain, and will not be included in the investment strategy provided through this service. If you choose to liquidate your SDBA account, please contact a representative.

    If you wish to impose restrictions on the investment of your account please contact a representative. Please note, if you have imposed restrictions the investment mix above my not precislely match how you will be allocated.

    New Summary Multiple

    Based on the information you provided, here is your proposed investment mix for your current balance and future contributions.

    expand details

    Investments Current Mix New Mix
    BONDS 30% 70%
    Short Bonds / Stable / MMkt 9% 21%
    Intermediate / Long-Term Bonds 18% 42%
    Aggressive Bonds 3% 7%
    Current Mix New Mix
    STOCKS 70% 30%
    Large-Cap Stocks 53% 21%
    Small / Mid-Cap Stocks 6% 4%
    International Stocks 11% 5%
    Current Mix New Mix
    OTHER 0% 0%
    Multi-Asset / Other 0% 0%
    + More information

    Balances in a Self-Directed Brokerage Account are not available for investment in the Managed Account service. Should you choose to maintain these assets in SDBA, you will be restricted from making any additional transfers into SDBA. The assets in your SDBA account will remain, and will not be included in the investment strategy provided through this service. If you choose to liquidate your SDBA account, please contact a representative.

    If you wish to impose restrictions on the investment of your account please contact a representative. Please note, if you have imposed restrictions the investment mix above my not precislely match how you will be allocated.

    New Agreement

    Are you ready for a secure retirement?

    These services from Managed Advice will keep you On Target to and through retirement!

    • Automatic portfolio rebalancing.
    • Personalized savings rate advice.
    • Retirement income planning.
    • One-on-one retirement counseling.

    Managed Advice AGREEMENT

    Please read the following agreement carefully before using or enrolling in the service described below. If you affirmatively subscribe to the Managed Advice service by acknowledging these terms and conditions and checking the box below, this Agreement becomes effective upon the date of such acknowledgment and you are thereby enrolled in the Service. Alternatively, you may have already been automatically enrolled in the service based on instructions from your retirement plan sponsor. If you have been automatically enrolled in the Managed Advice service, this Agreement becomes effective upon the date you are automatically enrolled. You will signal your agreement to be bound by this Agreement by your continued participation in the Managed Advice service after the earlier of (i) any applicable deadline to opt out of participation in the Service, or (ii) the first date that transactions are initiated for your account under the Managed Advice service.

    Please read the following agreement carefully before using or enrolling in the service described below. If you affirmatively subscribe to the Managed Advice service by acknowledging these terms and conditions and checking the box below, this Agreement becomes effective upon the date of such acknowledgment and you are thereby enrolled in the Service. Alternatively, you may have already been automatically enrolled in the service based on instructions from your retirement plan sponsor. If you have been automatically enrolled in the Managed Advice service, this Agreement becomes effective upon the date you are automatically enrolled. You will signal your agreement to be bound by this Agreement by your continued participation in the Managed Advice service after the earlier of (i) any applicable deadline to opt out of participation in the Service, or (ii) the first date that transactions are initiated for your account under the Managed Advice service.

    Please read the following agreement carefully before using or enrolling in the service described below. If you affirmatively subscribe to the Managed Advice service by acknowledging these terms and conditions and checking the box below, this Agreement becomes effective upon the date of such acknowledgment and you are thereby enrolled in the Service. Alternatively, you may have already been automatically enrolled in the service based on instructions from your retirement plan sponsor. If you have been automatically enrolled in the Managed Advice service, this Agreement becomes effective upon the date you are automatically enrolled. You will signal your agreement to be bound by this Agreement by your continued participation in the Managed Advice service after the earlier of (i) any applicable deadline to opt out of participation in the Service, or (ii) the first date that transactions are initiated for your account under the Managed Advice service.

    Acceptance of Terms and Conditions of Agreement
    Clicking Subscribe means you have read and agree to abide by all terms of the agreement that apply to you and you acknowledge you have received and reviewed ABC Company Retirement Advisors' Form ADV. Please note that upon enrollment in the Managed Advice service, any currently initiated transfers or transactions will be cancelled, unless the market has closed for the day.

    New Confirmation

    Complete!

    As a Managed Advice® subscriber, your retirement plan just got a major upgrade.

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    What happens next?

    Managed Advice® starts working for you today.

    As a Managed Advice® subscriber, your retirement plan just got a major upgrade. Congratulations.

    Our professional retirement advisors are in your corner.

    You'll benefit from their expertise through one-on-one retirement counseling.

    Environmentally friendly account updates.

    We'll keep you posted with regular account updates.

    Just make sure we have your preferred email address.

    All access, all the time.

    Smartphone, tablet, laptop, landline, in person.

    Access your account or get assistance how and when you want.

    View dashboard

    Sub Dashboard No Ontrack

    Learn if you are likely to meet your retirement income goals.
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    Sub Dashboard

    Your Managed Advice® Retirement Plan

    How are you doing?

    How are you invested?

    Managed Advice® is monitoring and updating your investment mix.

    Bonds 60%
    Stocks 30%
    Other 10%

    There are fees associated with receiving advice through the Managed Account service offered by ABC Organization Retirement Advisors. You will have an opportunity to learn more about the service or make other investment choices on the following page. For more information, please see:

    Sub How You Can Do Better

    Managed Account

    How you can do better

    The sections below show you three ways to improve Your Retirement Outlook®. Use the sliding scales to see what happens when you make changes in any or all of these sections. If you like what you see when you adjust these settings, click Use This Plan to have the new settings take effect.

    1. Choose to save more
    New Rate
    plus 2% annually
    2. Adjust your goals
    New Goal
    3. How you will be invested

    Based on the information we know about and your goals we will automatically invest your current balance and future contributions on a quarterly basis.

    Bonds 60%
    Stocks 40%
    Other 0%

    This is how your decisions will affect your retirement income

    Possible Retirement Income

    Toggle the buttons to view income goals on an annual or monthly basis
    Income: $63K out of $66K Gap: $3K
    Income Goal: $66K

    Possible Retirement Forecast

    Sunny outlook
    This recommended strategy is likely to produce retirement income that meets at least 95% of your goal.

    Sub How You Are Invested

    Managed Advice

    How you are invested

    Managed Advice® is monitoring and updating your investment mix.

    Status: Subscribed (unsubscribe)

    Investment Mix for Your Current Balance and Future Contributions

    expand details

    Investments Current Mix New Mix
    BONDS 30% 70%
    Short Bonds / Stable / MMkt 9% 21%
    Intermediate / Long-Term Bonds 18% 42%
    Aggressive Bonds 3% 7%
    Current Mix New Mix
    STOCKS 70% 30%
    Large-Cap Stocks 53% 21%
    Small / Mid-Cap Stocks 6% 4%
    International Stocks 11% 5%
    Current Mix New Mix
    OTHER 0% 0%
    Multi-Asset / Other 0% 0%
    + More information

    Balances in a Self-Directed Brokerage Account are not available for investment in the Managed Advice service. Should you choose to maintain these assets in SDBA, you will be restricted from making any additional transfers into SDBA. The assets in your SDBA account will remain, and will not be included in the investment strategy provided through this service. If you choose to liquidate your SDBA account, please contact a representative.

    If you wish to impose restrictions on the investment of your account please contact a representative. Please note, if you have imposed restrictions the investment mix above my not precislely match how you will be allocated.

    Sub Income Planning

    Managed Advice®

    Income Planning

    With Managed Account, not only do our retirement advisors help you create a sound savings strategy while you're still working, but they also help you create a plan for turning your savings into income you can use to enjoy life in retirement.

    Savings growth during your working years.

    Ideally, you were able to start saving early in life. The earlier you start, the more time your money has to grow and benefit from the power of compounding interest. This chart illustrates how your invested savings grows with compounded interest compared to regular contributions alone.

    Sources for your retirement income.

    Re-creating your salary in retirement can be a bit of a puzzle. But our retirement advisors can help you see how all of the pieces can fit together.

    Spending your money in retirement.

    It took decades to build your nest egg; now how do you wisely continue to save for your years of retirement? Our retirement advisors can show you how to smartly withdraw from your various savings accounts in order to help your money last as long as possible.

    To understand your annual retirement income goal you need to understand your budget in retirement. We have created a retirement budget below which you can customize.

    Budget Items (click to edit)

    Name Percentage Amount
    Housing 29.6% $20,000.00
    Necessities 7.4% $5,000.00
    Utilities 7.4% $3,000.00
    Health / Insurance 7.4% $15,600.00
    Leisure / Entertainment 7.4% $6,000.00
    Transportation 7.4% $6,000.00
    Family Care 7.4% $6,000.00
    Debt 7.4% $2,400.00
    Miscellaneous 7.4% $0.00
    Total Retirement Budget $0.00
    Annual Income Goal $39,600.01

    Do you know if your income goal is right for you?

    • Your income goal is higher than your retirement expenses. You can either plan for excess assets in the list above, or you can lower your goal to match your expenses. You can change your goal in Personal Information/Goals.

    Maximizing Social Security

    Social Security can play an important role for many in retirement. There are different strategies for how and when to elect your benefits.

    Our retirement advisors can help you maximize your Social Security benefit and discuss the role it can play in your retirement income strategy.

    Sub Retirement Profile

    Managed Advice®

    Retirement Profile

    Your Information

    43


    These assets and accounts will be considered when determining your target and gap.

    Add any other expected income sources during retirement. We have already added Social Security and your pension.

    Add any expected withdrawals during retirement.

    Sub Summary

    Managed Account

    SUMMARY

    Please review your new elections and click submit below.

    Savings Rate

    Comparison of old versus new savings rate.
    Pre tax Current New
    Rate
    Auto-increase 2% annually
    4% 6%
    Catch-up 0% 2%
    Post tax Current New
    Rate 2% 2%
    Catch-up 1% 1%
    Total Rate
    8%
    Total Auto-increase
    2%
    Total Catch-up
    3%

    Retirement Goals

    Investment Mix for Your Current Balance and Future Contribution

    expand details

    Investments Current Mix New Mix
    BONDS 30% 70%
    Short Bonds / Stable / MMkt 9% 21%
    Intermediate / Long-Term Bonds 18% 42%
    Aggressive Bonds 3% 7%
    Current Mix New Mix
    STOCKS 70% 30%
    Large-Cap Stocks 53% 21%
    Small / Mid-Cap Stocks 6% 4%
    International Stocks 11% 5%
    Current Mix New Mix
    OTHER 0% 0%
    Multi-Asset / Other 0% 0%

    Managed Account Maintain Stock

    + More information

    Managed Account Income Tab

    With Managed Account, not only do our retirement advisors help you create a sound savings strategy while you're still working, but they also help you create a plan for turning your savings into income you can use to enjoy life in retirement.

    Savings growth during your working years.

    Ideally, you were able to start saving early in life. The earlier you start, the more time your money has to grow and benefit from the power of compounding interest. This chart illustrates how your invested savings grows with compounded interest compared to regular contributions alone.

    Sources for your retirement income.

    Re-creating your salary in retirement can be a bit of a puzzle. But our retirement advisors can help you see how all of the pieces can fit together.

    Spending your money in retirement.

    It took decades to build your nest egg; now how do you wisely continue to save for your years of retirement? Our retirement advisors can show you how to smartly withdraw from your various savings accounts in order to help your money last as long as possible.

    Managed Account Social Security Tab

    Maximizing Social Security

    Social Security can play an important role for many in retirement. There are different strategies for how and when to elect your benefits.

    Our retirement advisors can help you maximize your Social Security benefit and discuss the role it can play in your retirement income strategy.

    Managed Account Budget Tab

    To understand your annual retirement income goal you need to understand your budget in retirement. We have created a retirement budget below which you can customize.

    Budget Items (click to edit)

    Name Percentage Amount
    Housing 29.6% $20,000.00
    Necessities 7.4% $5,000.00
    Utilities 7.4% $3,000.00
    Health / Insurance 7.4% $15,600.00
    Leisure / Entertainment 7.4% $6,000.00
    Transportation 7.4% $6,000.00
    Family Care 7.4% $6,000.00
    Debt 7.4% $2,400.00
    Miscellaneous 7.4% $0.00
    Total Retirement Budget $0.00
    Annual Income Goal $39,600.01

    Do you know if your income goal is right for you?

    • Your income goal is higher than your retirement expenses. You can either plan for excess assets in the list above, or you can lower your goal to match your expenses. You can change your goal in Personal Information/Goals.

    Managed Account How Are You Doing

    Estimated Retirement Income

    Toggle the buttons to view income goals on an annual or monthly basis
    Income: $22K out of $66K Gap: $44K

    Your Retirement Forecast

    Partly Sunny outlook
    Partly Sunny

    Your current strategy is likely to produce retirement income that meets 65% - 79% of your goal.

    Managed Account How Can You Do Better

    To improve Your Retirement Outlook®, we may recommend a few adjustments to your savings strategy. Review these suggested changes, if any, and click Use This Plan to update your strategy. Or, you can modify these suggestions by clicking Adjust This Plan.

    Managed Account Dashboard Overview

    Managed Advice

    How are you doing?

    Annual retirement income

    Partly Sunny outlook
    Partly Sunny

    Your current strategy is likely to produce retirement income that meets 65% - 79% of your goal.

    How can you do better?

    Dashboard Overview Unsubscribed No Ontrack

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    Learn if you are likely to meet your retirement income goals. Try OnTrack®

    Managed Advice Splash_old

    Get the personalized advice you need to achieve your retirement goals

    Dinner plans, weekend plans, vacation plans. We spend so much time planning our daily lives that retirement planning can get lost in the shuffle.

    Truth is, retirement planning can be much easier ‐ and take less time ‐ than you think. That's why we created Managed Advice®.

    Managed Advice® offers you:

    Plus, your employer has arranged a
    free trial period
    for Managed Advice® from 00/00/0000 through 00/00/0000, so be sure to consider this exclusive offer while it's available.

    Your account will be charged a fee at an annual rate of 0.25% of your account balance (that's $2.08 per $10,000 when applied monthly) in Managed Advice®. Please refer to the Managed Advice® Service Agreement for more information, as well as these important details about the Managed Advice® service offered by ABC Organization.

    Managed Advice Confirmation New Sub_old

    You've subscribed to peace of mind.

    This is it, we'll take it from here. Subscribing to Managed Account means we've got your back and you're one step closer to a financially fit retirement.


    What happens next

    If you've subscribed to Managed Advice® after 4PM ET, the service will be activated the next business day.

    Find Out More_old

    Managed Advice® can help you prepare for retirement with confidence.

    From movie reviews to car-buying guides to selecting a smartphone, everyone is hungry for advice. Retirement planning is no different. We believe everyone deserves access to professional investment advice, so we created a personalized retirement readiness solution that's effective, affordable, and easy to use. We call it Managed Advice®.

    Our team of retirement experts can help you create a personalized strategy by taking a holistic approach to retirement planning.

    Your personalized strategy will include:

    • Setting a “retirement income goal.” Think of your retirement income as your replacement salary. You might not be collecting a regular paycheck from work, so you'll be "paying yourself" with your savings. How much should your annual retirement income be? Our advisors will help you figure it out.
    • Deciding how much to save to reach your goal. Once you know your retirement income goal, our advisors will help you calculate how much you should be saving on a regular basis to help you reach that goal.
    • Evaluating how your assets and savings – inside and outside the plan – fit into the big picture. Our advisors will collaborate with you to discuss additional accounts or assets other than your ABC Company retirement plan. They'll use that information to build a customized investment strategy.
    • Putting your plan into motion. Our advisors will discuss how you can turn your savings into retirement income when you are ready to stop working full-time. They'll help you see how Social Security fits into the plan, and how to ensure your savings will last you through retirement.

    After helping you create a personalized plan, Managed Account® monitors your investments and provides the following:

    • Rebalances your current investments and redirects new contributions to match your target mix
    • Rebalances your portfolio quarterly to maintain your mix
    • Adjusts your mix to become more conservative as you near retirement
    • Provides Your Retirement Forecast, a real-time gauge of how you're doing as you pursue your goal

    Your account will be charged a fee at an annual rate of 0.25% of your account balance (that's $2.08 per $10,000 when applied monthly) in Managed Advice®. Please refer to the Managed Advice® Service Agreement for more information, as well as these important details about the Managed Advice® service offered by ABC Organization.

    There are fees associated with receiving advice through the Managed Advice® service offered by ABC Organization Retirement Advisors. You will have an opportunity to learn more about the service or make other investment choices on the following page. For more information, please see:

    Tu Questions

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    What is the year of your Honda Accord?

    Which of the businesses are you associated with?

    What country do you live?

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    Ontrack Choose Investment Strategy

    The best strategy is diversification.You can decide your own strategy to see how well-diversified you are, or you can have us do it for you with an automated solution to keep you on the right course.

    One-Step Diversification with Custom Portfolios.

    Why is diversification important? By choosing a mix of different investments you can help manage your risks and increase your exposure to market opportunities. Custom Model Portfolios offer diversification in one easy step.

    Based on your risk tolerance, you can simply pick one portfolio made up of investments already in your plan's fund lineup. Your current and future balances will be invested according to the porfolio's allocations. There Model Portfolios are broadly diversified investment portfolios composed of the individual investment options in your plan. Each Model Portfolio is tailored to a specific investment goal and risk profile and will be professionally managed to help you stay on track with your investment strategy.

    While Custom Model Portfolios make investing easy, you should still review the funds that make up the portfolios and consider how well each fund's investment objective matches your savings goals, investment horizon and the risk tolerance.

    If you are considering a custom portfolio, first think about your personal circumstances, market outlook, risk tolerance, and the potential universe of appropriate investments. If you subscribe to the service, your account will be rebalanced to the portfolio option you select. From time to time, funds may be added to or removed from the custom portfolio mixes, or changes may occur to the portfolios' target investment allocations. The custom model portfolios are subject to the same risks as the underlying assets in which they invest. The higher the portfolio's allocation to stocks, the greater the risk. The portfolio's principal value is never guaranteed. Transamerica Retirement Solutions does not provide advice to your account. Diversification does not assure a profit or protect against market loss.


    Target Date Funds - An all-in-one savings solution.

    It's easy to see why. With target date funds, you have the option of picking one fund with the target date that is closest to the date you want to retire. The funds diversify across a broad mix of domestic and international stocks, and fixed income investments like bonds. The fund gradually adjusts its investment strategy from more aggressive to more conservative as the fund's target date approaches.

    Each fund "targets" a specific year, so you can consider choosing the one closest to when you expect to retire or begin withdrawing assets. Simple as they seem, target date funds aren't foolproof. They're subject to the same risks as the assets they hold. In general, the larger the stake in stocks, the greater the risk. That may not be a big problem if your target is decades away - hopefully you'll have time to recoup losses and take advantage of any market upswings between now and then. But if you expect to retire in just a few years, an ill-timed, across-the-board market crash could put a crimp in your plans.

    Know the facts.

    A fund's target date really represents an allocation. That's the mix of stocks, bonds, and other investments the fund aims to hold by its target year, based on its "glide path" or the schedule of assets shifts it makes over time. The date doesn't mean your account will never lose money, or that your account will be fully funded by then. Indeed, growing a viable nest egg depends mostly on three factors: how much you save, how much income you'll need in retirement and how you allocate your investments.

    Asset allocation and diversification do not assure or guarantee better performance, cannot eliminate the risk of investment losses, and do not protect against an overall declining market. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio's allocation is to stocks, the greater the risk. The principle value of the portfolio is not guaranteed at any time, including at and after the target date.


    PortfolioXpress®, the One Decision Solution to a Lifetime Investment Strategy.

    “My financial picture is relatively straightforward, so a savings strategy based on when I plan to retire is probably a good starting point.”

    Does this statement sound like you? If so, consider PortfolioXpress®, our automatic asset allocation and rebalancing service.

    One-step diversification
    PortfolioXpress® uses the funds in your plan and the retirement year you choose to present you with a diversified investment mix for today and a "glide path" of adjustments for tomorrow.

    The service automatically:

    • Rebalances your account and contributions to reflect your mix;
    • Rebalances your portfolio each quarter to mantain your mix as neeed;
    • Adjusts your mix to become more conservative over time.

    PortfolioXpress® is a registered service mark of Transamerica Retirement Solutions Corporation (Transamerica). PortfolioXpress® presents a series of asset allocation models up to and through a designated retirement year. You are solely responsible for choosing the retirement year. By subscribing to the service, you agree to each of the asset allocation mixes and automated rebalancing transactions that will take place over time within your account as you approach the selected retirement year. If you sign up, you should carefully review the service agreement for additional information regarding fees and other terms and conditions that may apply to this service. Although the PortfolioXpress® service is offered at no additional cost, you will continue to bear the fees of the underlying funds in which the account is invested. PortfolioXpress® is designed as investment education. Transamerica Retirement Solutions or its affiliates do not provide investment advice for PortfolioXpress®. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio's allocation is to stocks, the greater the risk. The principal value of the portfolio is not guaranteed at any time, including at and after the target date.


    Managed Advice®, put your retirement on course. We can help.

    Managed Advice® is Transamerica's comprehensive retirement planning solution. It helps take the hard work (and guess work) of researching, investing, and managing your plan account out of your hands. It will automatically invest your account across the eligible funds in your retirement plan - as well as regularly rebalance these allocations as your investments change value over time.

    How You Will Be Invested.

    Short Bonds/Stable/MMkt 17%
    Interm./Long-term Bonds 33%
    Aggressive Bonds 5%
    Large-Cap Stocks 31%
    Small/Mid-Cap Stocks 6%
    International Stocks 8%

    Other Benefits

    With Managed Advice®, you can get access to a team of experts to advice you on virtually every aspect of your account. These professionals are not paid by commission - so they can focus on your situation in a balanced way through one-on-one counselling sessions.

    Managed Advice® provides a participant with an asset allocation mix of funds available within the plan. The asset allocation mix will be automatically rebalanced to become more conservative over time as the participant approaches a designated retirement year. Additional fees and terms and conditions apply to the Managed Advice® service. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio's allocation to stocks the greater the risk. The principal value of the portfolio is never guaranteed, including at and after the target date.

    The Managed Advice® service is offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. Transamerica Retirement Solutions and TRA are affiliated companies. Depending on the option chosen by the plan fiduciary, the Managed Advice® service may be offered through, and the asset allocation portfolios constructed by, the plan's investment advisor. If the plan chooses this option, only the Managed Advice® one-on-one advisory services are provided by TRA at the direction of the plan's investment advisor. To find out more, please call your Transamerica representative.

    Transamerica Accounts Asset Classs Current Mix New Mix
    ABC Company 401(k) Retirement Plan
    Stocks
    Bonds/Cash
    Other
    SecurePath For Life®
    Total (must = 100%)
    50%
    20%
    20%
    10%
    100%
    ABC Company 403(b) Retirement Plan
    Stocks
    Bonds/Cash
    Other
    Total (must = 100%)
    50%
    20%
    30%
    100%
    100%
    Non-Transamerica Accounts Asset Classs Current Mix New Mix
    Spouse's 401(k)
    Stocks
    Bonds/Cash
    Other
    Total (must = 100%)
    50%
    50%
    0%
    100%
    100%
    Totals are based on account balances.
    Total Stocks
    Total Bonds/Cash
    Total Other
    50%
    50%
    50%
    70%
    30%
    0%

    Your new mix could be better diversified.

    You could also try using Managed Advice® to have your strategy automatically diversified for you.

    Partly Sunny
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000
    Rainy
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000

    SecurePath for Life® - Guaranteed lifetime income.

    No, you're not dreaming.

    Important news! If you're at least age 50 - or you will be this year - you're eligible to take advantage of a special new investment option you can only get through your employer's retirement plan. It's called SecurePath fo Life and it's designed to:

    • Guarantee income for life*;
    • Protect your income against market volatility;
    • Provide diversification and potential growth for the long run.

    SecurePath for Life® combines the simplicity of a diversified target date fund with unique safety features. It enables you to protect your retirement income against untimely market drops and still take advantage of potential market gains. And it can be a great way to help ensure that your income lasts as long as you do.

    As part of an overall retirement plan, you may wish to allocate a portion of your retirement assets to SecurePath for Life®.

    SecurePath for Life® consists of a group variable annuity contract which offers certain guaranteed lifetime withdrawal benefits to participants. Although SecurePath for Life® provides a guaranteed income base as well as a guaranteed income amount consisting of a guaranteed lifetime withdrawal benefit, the investment options available under the product are variable investments and may lose value. Certain withdrawals will reduce a participant's income base, and therefore the guaranteed income amount. A plan sponsor may exercise certain rights under the group variable annuity contract that may terminate the guaranteed lifetime withdrawal benefits available to participants, including termination of the contract, termination of the plan, or the transfer of the assets left under the contract to another investment fund. Guarantees are subject to the terms and conditions set forth in the contract and the prospectus.

    Group annuity contracts are issued by Transamerica Life Insurance Company (TLIC), 4333 Edgewood Road, NE, Cedar Rapids, Iowa 52499, which is licensed and offers products in all states, except New York. Guarantees of withdrawals provided under SecurePath for Life® are supported by TLIC's general account and are contingent on the claims-paying ability of TLIC. Group annuity contracts issued in New York are issued by Transamerica Financial Life Insurance Company (TFLIC), 440 Mamaroneck Avenue, Harrison, NY 10528, which is licensed in New York. Guarantees of withdrawals provided under SecurePath for Life® are supported by TFLIC's general account and are contingent on the claims-paying ability of TFLIC. Product features and availability may differ by state.

    Balance

    Select a Date

    Your balance is now
    showing as of 7/9/2015

    Current Balance
    Total Account Balance
    $6500.00

    Vested Balance*
    $5000.00
    View By
    View By:

    Select the Fund Name to view specific fund information in PDF format. Help with PDFs

    Your account balance attributed to employer contributions may be subject to a vesting schedule. If you are not 100% vested, some or all of your employer money may be forfeited. To find your plan/program's vesting schedule, check your summary plan description or call a Customer Service Representative at 800-962-3466.

    * Any Loans or Withdrawals from the account will be taken from the vested portion, which will reduce the account's vested balance.

    Ontrack Choose To Save More 2

    You can choose to model new annual contribution rates and annual auto-increases for each of your plans. If you're making catch-up contributions you can add that ammount to your new rate.

    Transamerica Accounts Type Current Rate New Rate
    ABC Company 401(k) Retirement Plan
    Pre-Tax
    Roth
    $2,000.00
    $0.00
    ABC Company 403(b) Retirement Plan
    Pre-Tax
    Post-Tax
    Roth
    0%
    0%
    0%
    Non-Transamerica Accounts Type Current Rate New Rate
    Spouse's 401(k)
    Pre-Tax
    2%
    Retirement Plan with a really really really really long name
    Pre-Tax
    Roth
    0%
    0%

    See the impact on your forecast...

    Click Use This Strategy to implement your changes.

    Read the OnTrack® disclosure.

    Partly Sunny
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000
    Rainy
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000

    Ontrack Choose To Save More

    You can choose to model new annual contribution rates and annual auto-increases for each of your plans. If you're making catch-up contributions you can add that ammount to your new rate.

    Transamerica Accounts Type Current Rate New Rate Annual Increase
    ABC Company 401(k) Retirement Plan
    Pre-Tax
    Roth
    $2,000.00
    $0.00
    ABC Company 403(b) Retirement Plan
    Pre-Tax
    Post-Tax
    Roth
    0%
    0%
    0%
    Non-Transamerica Accounts Type Current Rate New Rate
    Spouse's 401(k)
    Pre-Tax
    2%
    Retirement Plan with a really really really really long name
    Pre-Tax
    Roth
    0%
    0%

    See the impact on your forecast...

    Click Use This Strategy to implement your changes.

    Read the OnTrack® disclosure.

    Partly Sunny
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000
    Rainy
    Income Goal $90,500
    Est. Income $60,500
    Shortfall $20,000

    Ontrack Retirement Accounts

    The following accounts are considered when generating Your Retirement Outlook®

    Name Balance
    Transamerica 401 (k) Retirement Account $2,000.00 Access this plan
    Emergency Savings $15,000.00 Access this plan Access this plan
    Empower Retirement Plan $4,000.00 Access this plan Access this plan
    Total Balance: $21,000.00

    Simplify

    Take control of your retirement assets. One account — instead of many — can help!

    Good news: Combining all your assets into a single retirement account makes it easier to manage your money.

    Better news: Transamerica Retirement Solutions' transfer specialists can help you explore your options and guide you through the consolidation process.

    Call 800-275-8714 or email consolidate@transamerica.com.

    Activity Summary

    Select a Date
    View By

    Summary

    *Your Personal Rate of Return (PRR) represents the specific performance of the investment choices you have selected. The PRR calculates the percentage change of your account balance by weighting all activity included in the time period measured. It includes your investment earnings during the period and its net of plan fees and credits. Returns are annualized when performance of one year or greater is shown.

    Activity Details

    Contributions
    Transfer into Fund
    Transfer Out of Fund
    Periodic Dividends
    Plan Service Credit

    Loan Payoff

    Total Loans:

    The following loans are outstanding as of

    Total $8,916.55

    Select Payoff Amount Details to view loan details and instructions. If available, select Amortization Schedule or Loan Note Security Agreement to view those documents.

    For more information on your loan details or documents, please contact us:

    Loan Refinancing Modeling

    Loan(s) Selected for Refinancing
    • When refinancing, you must borrow an additional amount of at least $X,XXX;
    • The proceeds of the new loan will be used to pay off the outstanding loan(s) that you select below, and the additional amount will be paid to you;
    • You may view complete loan provisions here.
    Loan # 2015123456789ABC
    Payment amount $XX.XX
    Interest Rate XXX%
    Payoff amount $XXX,XXX,XXX.XX
    Loan # 2015123456789ABC
    Payment amount $XX.XX
    Interest Rate XXX%
    Payoff amount $XXX,XXX,XXX.XX
    Additional Amount Available
    If new loan period ends on or before
    MM/DD/YYYY
    Amount $XXX,XXX.XX
    Maxium Loan Duration XX Months
    If new loan period ends after
    MM/DD/YYYY
    Amount $XXX,XXX.XX
    Maxium Loan Duration XX Months

    LOAN REFINANCE CALCULATOR

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    • Some generic error to test how errors show up here.
    • Some generic error.

    To model your loan, enter the details below and then click MODEL LOAN.


    (minimum: $XXX.XX)
    extra column here or not... each row has two columns

    Dashboard

    401(k) Retirement Savings Plan of Red Bull

    AT-A-GLANCE

    Balances
    Total
    Balance

    $110,000
    • Stocks
    • Bonds
    • SecurePath
    • Other

    Rate of Return*
    Year to Date 12.37%

    *Calculates the percentage change of your account balance by weighting all activity included in the time period measured. It includes your investment earnings during the period and is net of plan fees and credits. Indicated returns are cumulative for all periods shown.

    Your Managed Advice® Retirement Plan

    How are you doing?

    How are you invested?

    Managed Advice® is monitoring and updating your investment mix.

    Bonds 60%
    Stocks 30%
    Other 10%

    There are fees associated with receiving advice through the Managed Account service offered by ABC Organization Retirement Advisors. You will have an opportunity to learn more about the service or make other investment choices on the following page. For more information, please see:

    Your Retirement Outlook®

    Managed Advice® [unsub, no OnTrack data]

    Learn if you are likely to meet your retirement income goals.
    • rainy forecast Rainy
    • cloudy forecast Cloudy
    • partly sunny forecast Partly Sunny
    • sunny forecast Sunny

    Managed Advice® [sub, no OnTrack data]

    RETIREMENT STRATEGY

    Allocations
    Total
    Allocations

    100.00%
    Contributions

    Auto Increase: Increase rate by 1% until it reaches 15% every 3/3.

    Dashboard Compare

    Compare Me

    Click this little link to turn on/off the OnTrack® overlay.

    Compare your savings with others to find out if you are OnTrack® to meet your financial goals.
    Me People My Age
    Savings Rate
    6%
    Average Savings Rate
    5%
    Account Balance
    $60,000
    Account Balance
    $40,000
    Your Retirement Outlook®
    75%
    (percent of income goal achieved)
    Your Retirement Outlook®
    60%
    (percent of income goal achieved)

    Source: Transamerica primary participant recordkeeping tool, data broken down by age into ten-year ranges. Participant is then matched against appropriate age-based data.

    Pla Annuities Accordion

    ANNUTIES

    Policy Number 1234567890

    Product

    ABC Product

    Annuitant Name

    John Smith

    Status

    Active

    Current Value

    $100,000,000

    Payment Sequence

    $100,000,000